Overview
The Business Insurance World Captive Forum is a captive insurance conference known for its high-caliber educational content and meaningful networking opportunities. Attendees enjoy benefits such as educational sessions, roundtable discussions, exhibit hall, and group and one-on-one networking opportunities.
Oliver Wyman and parent company Marsh McLennan are leading discussions at the World Captive Forum 2025, which will be held at the JW Marriott Orlando Grand Lakes Resort in Florida. Adam Lewis, a Partner in our property and casualty (P&C) actuarial business and Global Captives Leader, leads discussions on capital modeling, captive strategy, and leveraging data and analytics. Alex Wallace, Principal in our P&C actuarial business, leads discussions on social inflation and liability lines. Jennifer Feldheim, Senior Associate Risk Manager at Marsh McLennan, is presenting on strategic captive uses and future resiliency.
The World Captive Forum brings together more than 450 risk managers, benefits managers, and financial executives. It continues to serve as a premier event for those managing risks through captive insurance companies or exploring captive insurance company formations. Attendees include leading providers of captive services, such as captive management and legal, accounting, actuarial, and asset management, along with regulators and representatives from major domiciles.
Register here to join the World Captive Forum event this February.
Sessions
February 6, 9:30 a.m.—10:20 a.m. EST
Navigating Challanges — Strategic Captive Uses For A Resilent Future
Jennifer Feldheim, Senior Associate Risk Manager at Marsh McLennan, will present on strategic captive uses and future resiliency. In this session, attendees will hear about trending captive uses from a panel of captive owners and their strategic use of captives in the last five years. Following this presentation, audience members will be able to think strategically about their own captive or a captive they are planning on forming and building over the next several years.
Speakers: Michael Serricchio, Managing Director, Marsh Captive Solutions; Miki Yamanoi, Group Manager and Department Head, Risk Management, Panasonic Corporation of North America; Tibor Boettcher, Executive Director and Chief Executive Officer, Volkswagen Insurance Company dac; Jennifer Feldheim, Senior Associate Risk Manager, Marsh McLennan; Michele Cole, Director of Corporate Insurance Services, JM Family Enterprises
February 6, 11:50 a.m.—1:00 p.m. EST
Roundtable Lunch And Learn — Key Issues Shaping The Captive Insurance Industry
Location: General Session Coquina Ballroom North
Attendees will enjoy lunch and discuss roundtable topics, including capital modeling for captives (Adam Lewis), social inflation and liability lines (Alex Wallace), captives and reinsurance trusts, captives role in risk finance, domicile selection, healthcare captives, captives and medical stop loss opportunities, and captive investment strategies.
The session will cover:
- Adam Lewis will lead a roundtable discussion that explores capital modeling and how it can be used to extract value from your captive.
- Alex Wallace will lead a roundtable discussion that explores understanding the cause and impact of social inflation, particularly on liability lines.
Speakers: Adam Lewis, Partner, Oliver Wyman; Alex Wallace, Principal, Oliver Wyman; Tim Pollis, Senior Vice President, Guy Carpenter; and additional speakers from banks, insurers, and risk management businesses
February 6, 3:10 p.m.—4:00 p.m. EST
Leveraging Analytics, Your Data, And (Gulp) An Actuary (Or Two!) To Optimize Captive Spend
This session promises a thrilling case study of a Fortune 500 company, leveraging analytics and facing the headwinds of a complex market and actuarial output. This session will address existential questions like: how can captive leadership make critical decisions amidst a turbulent marketplace? How will I ever understand simple takeaways from complex actuarial analyses? And will the captive survive the storm?
We will discuss how the company leverages analytics in its front-end decision-making in selecting optimal retentions, considering the amount of capital at play. Then, get ready to dive into how the captive monitored its performance throughout- and post-COVID, leveraging the actuarial report and monthly monitoring of underlying trends by key cost driver category (for example, cause of loss and region-specific metrics).
Speakers: Adam Lewis, Partner, Oliver Wyman; Justin McCracken, Vice President, Brown & Brown Risk Solutions; Kimberly Gould, Vice President of Risk Finance, Marriott International
Meet The Team


